Before the first day on site
- ☐ WSIB clearance certificate in the sub's legal name, valid today
- ☐ Certificate of insurance: CGL limit, additional insured, policy dates
- ☐ Trade licence or certificates of qualification where the trade needs them
- ☐ Working at Heights records for anyone who may use fall protection
- ☐ Clearances for any crew the sub brings in under it
Before each payment
- ☐ WSIB clearance still valid on the payment date
- ☐ Invoice name matches the name on the clearance and the insurance
When a date comes up
- ☐ Insurance expiry: new certificate before the old one ends
- ☐ Training refreshers and licence renewals noted in the sub's file
Details behind each line: WSIB clearance, certificate of insurance, and the trade guides below.
Keeping it current without chasing
SubProof gives each subcontractor a private upload link, no account needed. It reads the expiry dates you enter, shows every sub as covered, expiring or expired, and emails the sub 30, 14 and 7 days before a document runs out and on the day. You get a Monday summary of who needs attention before you approve the week's payments.
General information, not legal or insurance advice.